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Columbus Financial Concepts

About us

From investment management, estate planning and mutual funds to retirement planning and college funding, our experienced financial planners can help. Give us a call to start today!

Business highlights

40 years of experience

Services we offer

college funding planning, disability insurance, employee benefit plans, estate planning, financial planner, financial planning, life insurance, mutual funds, retirement planning, tax planning, wealth management, wealth planning

Reviews
5.01 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%
Showing 1-1 of 1 reviews
TIM E.
Oct 2005
5.0
Yes, I recommend this pro
CAP IS VERY STRAIGHTFORWARD AND TRUSTWORTHY. HIS ADVICE HAS GIVEN ME GOOD RETURNS THE PAST FEW YEARS IN MY RETIREMENT SAVINGS DESPITE A SLOW MARKET. HE GETS TOGETHER WITH ME YEARLY TO GET A LOOK AT MY COMPLETE FINANCIAL PICTURE. HIS REPORTS GIVE ME PEACE KNOWING THAT I AM ADEQUATELY PREPARING FOR RETIREMENT AND OTHER FINANCIAL GOALS.

Licensing

State Contractor License Requirements

All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.

*Contact business to see additional licenses.

FAQ

Columbus Financial Concepts is currently rated 5.0 overall out of 5.

No, Columbus Financial Concepts does not offer free project estimates.

No, Columbus Financial Concepts does not offer eco-friendly accreditations.

No, Columbus Financial Concepts does not offer a senior discount.

No, Columbus Financial Concepts does not offer emergency services.

No, Columbus Financial Concepts does not offer warranties.